Industries Automate Projects & Client Workflows

AI for Professional Services

Automate proposals, reporting, and billing with AI. Deliver faster client outcomes while improving accuracy. Pilot in ~30 days.

Automate client delivery,
boost margins.

Consulting and service firms thrive on precision and reputation. We help automate repetitive admin, reporting, and proposal creation — freeing experts to focus on clients, not paperwork.

Top pains we address

  • Manual proposal and contract drafting
  • Slow reporting and invoice turnaround
  • Fragmented client communication and files
  • Resource allocation blind spots

What we deliver

  • 40–60% faster client onboarding and delivery
  • Consistent proposals and branded reports
  • Unified client dashboards with project status
  • Automated billing and time-tracking sync

Recommended playbooks

Proposal & Contract Generator

Compliant, branded drafts.

Project Summary Writer

Automatic weekly status recaps.

Billing Automation

Link time logs to invoices.

Client Portal Dashboard

Transparent deliverable tracking.

Resource Optimizer

Forecast workloads with AI.

Starter bundle (30‑day pilot)

Scope

2 automations + dashboard + billing integration

Deliverables

Proposal templates, portal setup, reports

Integrations

Monday.com, ClickUp, Xero, Google Drive

Success that speaks

EmployJoy

A verticalized, people‑first AI hiring platform for cleaning & service businesses.

Krowa Mac

A restaurant delivery platform with consumer ordering, courier tools, and a secure admin portal.

Data protection & compliance

Security

Client-data segregation and access controls.

Governance

Optional on-prem deployment for compliance.

Frequently ask questions

Can AI draft proposals accurately?
Only when approved; workflows can remain fully supervised.
Does it integrate with my project tools?
Yes — native and custom API options.
Can clients see updates automatically?
Only when approved; workflows can remain fully supervised.
Will it replace consultants?
Only when approved; workflows can remain fully supervised.
How secure is client data?
Only when approved; workflows can remain fully supervised.

Ready to scale your services with less overhead?

Book a call and we’ll scope your pilot in 60 minutes.